Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - April (KAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    3
Total shares held : 
 3,284,022  
% of shares held : 
 3.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -611,064  
% of shares held change : 
   -0.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 36,437
 1.11%
 
Increased Positions :
19
 523,203
 15.93%
 
Unchanged Positions :
28
 392,460
 11.95%
 
Decreased Positions :
31
-963,310
-29.33%
 
Closed Positions :
7
-207,394
-6.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HBW Advisory Services LLC 129 - 2024-03-31 33,992 $992,000 0
   Pillar Wealth Advisors LLC 33 - 2024-03-31 30,621 $954,000 0
   Capital Analysts Inc. 254 - 2023-12-31 28,039 $818,000 0
   Diligent Investors LLC 136 - 2024-03-31 25,248 $787,000 0
   Wealth Alliance 212 - 2024-03-31 22,231 $693,000 0
   Compass Advisory Group LLC 52 - 2024-03-31 17,210 $536,000 0
   AdvisorNet Financial Inc 326 - 2024-03-31 14,193 $442,000 0
   My Personal CFO LLC 68 - 2024-03-31 13,731 $428,000 0
   Straight Path Wealth Management 45 - 2024-03-31 13,340 $416,000 0
   Weaver Consulting Group 128 - 2024-03-31 12,294 $383,000 0
   Main Street Financial Solutions LLC 369 - 2024-03-31 11,950 $372,000 0
   Epic Trust Investment Advisors LLC 61 - 2024-03-31 11,345 $354,000 0
   Archer Investment Corp 180 - 2024-03-31 10,492 $327,000 0
   RAYMOND JAMES & ASSOCIATES 3422 - 2024-03-31 8,200 $256,000 0
   Cardinal Point Capital Management ULC 67 - 2024-03-31 7,360 $229,000 0
   SIGNATUREFD, LLC 1053 - 2024-03-31 4,148 $129,000 0
   BANK OF MONTREAL /CAN/ 2812 - 2023-12-31 3,800 $112,000 0
   Sugarloaf Wealth Management LLC 227 - 2024-03-31 3,258 $102,000 0
   TFO-TDC LLC 47 - 2023-12-31 2,930 $85,000 0
   Steward Partners Investment Advisory LLC 1805 - 2023-12-31 2,583 $75,000 0
   MORGAN STANLEY 5902 - 2023-12-31 2,000 $58,000 0
   IFP Advisors Inc 1687 - 2023-12-31 1,119 $33,000 0
   Capital Investment Advisory Services LLC 771 - 2024-03-31 512 $16,000 0
   HARBOUR INVESTMENTS INC. 2512 - 2023-12-31 138 $4,000 0
   PROEQUITIES INC. 9072 - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us